Sales and Finance Coordinator

M.S. Walker, Inc.; Norwood (MA); Hybrid; USD 55.000 - 65.000; Vollzeit

Benefits dieser Stelle

Medical & Dental Insurance

Vision Coverage

Paid Time Off

401k Fidelity Investments

Disability, Life, Accident & Illness

Discounted Fitness Memberships

Work/Life Resources

Career Advancement

Zusammenfassung

M.S. Walker, Inc. in Norwood, MA is seeking a Sales & Finance Coordinator to support pricing strategies, sales analysis, and reporting for the sales and brand management teams.

The role requires 2–4 years in pricing, freight and incentive support in a B2B environment, plus strong Excel skills and cross-functional collaboration. Hybrid schedule with 1–3 days in office post-training.

Qualifikationen

• Bachelor’s degree in finance or business preferred with 2–4 years related experience
• Proficiency in Microsoft Office with intermediate to advanced Excel
• Strategic thinker with ability to anticipate changes and impacts on trends
• Ability to perform pricing analyses with attention to detail (commissions, discounts, percentages)
• Strong oral communication and clear, persuasive writing skills

Aufgaben

• Generate daily, monthly and annual sales and financial reports
• Conduct ROI analysis of sales programs and incentives
• Support sales management and brand teams with tasks
• Monitor and analyze pricing activity
• Explain pricing requests and implications to stakeholders
• Collaborate with National team on pricing management
• Assist Massachusetts-focused local and national retail initiatives
• Support accounts receivable analysis for suppliers/producers
• Validate KPI forms for Sales Specialists and Brand Ambassadors

Kenntnisse

Pricing analysis

Excel

Financial reporting

Communication

Adaptability

Strategic thinking

Ausbildung

Bachelor’s Degree in Finance or Business

Tools

Microsoft Office

Jobbeschreibung

Sales and Finance Coordinator

Location: Norwood, MA

Department: National

What we are looking for

M.S. Walker is seeking an energetic and enthusiastic Sales & Finance Coordinator to provide support in the form of financial sales analysis and reporting to the sales and brand management team, operational team and executive leadership team. To employ pricing strategies that meet M.S. Walker’s standards, policies and procedures, ensuring compliance with all pricing objectives. If you have at least 2 years of experience with managing pricing files, freight support, and incentive support in a B2B industry, this may be the role for you!

Responsibilities

• Daily, monthly & annual sales and financial reporting including, but not limited to, depletion reporting, incentive program resolution, depletion allowance reconciliation, sales forecasting, etc.
• Conduct ROI analysis of sales programs, incentives and other spends.
• Assist sales management, portfolio managers and selling team with varied sales related tasks.
• Continuously monitor, audit and analyze pricing activity.
• Read, interpret and discuss pricing requests with Sales or Brand Managers to assure proper understanding of the exception and related pricing implications. Including price increases, changes in tax and/or freight, price support, etc.
• Work with all National team members on the daily management and implementation of pricing with a focus.
• Work with the Sales Administration team on the daily management of our Massachusetts focused local and national retail chain business.
• Assist with analysis work pertaining to supplier/producer accounts receivables.
• Assist with validating and maintaining KPI Forms for Sales Specialists and Brand Ambassadors.

Requirements

• Bachelor’s Degree in finance or Business preferred, and 2-4 years related experience, or equivalent combination of education/experience.
• Proficiency in Microsoft Office products with intermediate to advanced Excel.
• Strategic thinker – demonstrates ability to see big picture, anticipate changes and impact on trends, asks what if questions, develops recommendations.
• Ability to apply mathematical skills for preparing and verifying pricing analysis with a strong attention to detail. This includes ability to calculate amounts such as commissions, discounts, percentages, and volume.
• Oral Communication - Ability to speak clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
• Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
• Adaptability – Adapts to changes in the work environments; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
• Demonstrated ability to independently prepare sales and financial analysis with high degree of accuracy and within established deadlines.
• Demonstrated interpersonal skills; able to develop and maintain effective working relationships with all levels of internal and external stakeholders.
• Wine or spirits industry experience or related knowledge of three tier system, helpful but not required.

Additional Information

This position will be eligible for a hybrid/flex schedule with 1-3 days in office each week upon successful completion of an initial onsite training period.

Benefits

We offer a Comprehensive Benefits Plan that includes the following

• Medical & Dental Insurance
• Vision Coverage
• Paid-Time-Off Program
• Fidelity Investments 401k
• Disability, Life, Accident & Illness Insurance Packages
• Discounted Fitness Memberships
• Free & Discounted Work/Life Resources
• Career Advancement Opportunities

Who we are

Founded in Boston in 1933, M.S. Walker is a 5th-generation, family-owned wine and spirits importer and distributor, a spirits bottler, and a national supplier. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. We represent a budding portfolio of wine and spirits nationwide, including our own brands, and we strive to offer the most prestigious portfolio in the industry. M.S. Walker has built our foundation and future on our people – our employees are truly our greatest asset. Our company boasts a diverse pool of exceptionally special team members who each bring their unique skills and experience to the organization.

Mission Statement

Since 1933, our mission has been firmly rooted in our core values of family, integrity, respect, honesty, and hard work. We are deeply committed to upholding these principles for our team members, customers and suppliers alike. We seek to build and maintain long-lasting relationships based on trust and reliability. By honoring our heritage and embracing innovation, we aim to continuously improve and adapt to meet the evolving needs of our industry, while responsibly contributing to the communities we serve. Together, we strive to elevate the spirit of hospitality and foster a vibrant and respectful culture in all facets of the organization and beyond.

Pay Range

$55,000 - $65,000